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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,455 | $174,379-71.1% | $152,093-66.8% | $138,895-63.7% |
| Participation rate | 20.0% | 81.6%-61.6pp | 77.8%-57.8pp | 79.9%-59.9pp |
| Annual return | -17.43% | 74.86%-92.3pp | 66.36%-83.8pp | 145.39%-162.8pp |
| Employer contribution / active EE | $1,671 | $4,652-64.1% | $4,175-60.0% | $4,194-60.2% |
| Participant deferral / active EE | $5,833 | $6,159-5.3% | $5,451+7.0% | $6,396-8.8% |
| Admin fee / account holder | $20,513 | $16,880+21.5% | $14,497+41.5% | $12,562+63.3% |